Britany Crosby

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

MediaRadar, Inc. provides sales and client management services related to magazines. It offers ad sales intelligence for over 2.3 million brands across multiple media platforms including online, online video, e-newsletter, print, trade shows, and social media. The company was founded by Todd Krizelman and Jesse Keller in 2006 and is headquartered in New York, NY.

Clearwave Corp. provides a streamlined check-in experience for hospitals, health systems, clinics and specialty practices. It offers solution for specialty and physician practices, mobile pre-check, patient check-in kiosks and tablets. The company was founded by Gerard P. White and Brian Stone in 2004 and is headquartered in Atlanta, GA.

ServiceTrade, Inc. is a software-as-a-service (SaaS) company that provides cloud-based field service management software for commercial service contractors. The company was founded in 2012 and is based in Durham, NC, with subsidiaries in the United States. ServiceTrade's mobile and web applications streamline service operations, improve efficiency, and increase revenue for contractors. The company serves over 1,300 commercial contractors and has been trusted by more than 800 contractors to run their service business. ServiceTrade's software helps contractors work from home and adhere to social distancing during the COVID-19 crisis. The company provides online training and continuing education to keep field service management technicians, admins, and office staff operating efficiently and consistently. The CEO of ServiceTrade is Billy Marshall.

Financial Technology Partners LP provides merger and acquisition, divestiture, restructuring, capital raising and valuation services to the financial technology sector. The company was founded by Steve McLaughlin and is headquartered in San Francisco, CA.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

PowerDMS, Inc. provides cloud-based compliance and document management solution that helps organizations reduces risk and liability. The firm is a software company that helps organizations reduces risk and manages their critical content. It provides practical tools to organize and manage crucial documents and industry standards, train and test employees and uphold proof of compliance. The company founded by Joshua J. Brown in 2001 and is headquartered Orlando, FL.

ListenFirst Media LLC aggregates data streams from sales figures, customer engagement, research and tracking, media impact, and social media platforms. Its data feeds include digital metrics, social metrics, sales figures, business intelligence, CRM data, mobile metrics, print metrics, and beyond. The company was founded by Christian Anthony and Jason Klein in 2012 and is headquartered in New York, NY.

IGLOO, Inc. develops and sells enterprise software solutions. It offers Intranet applications for social Intranets, corporate communications, marketing asset management, sales enablement, and project team collaborations; corporate Intranet, marketing portals, extranet applications, and social extranets; and applications for project teams. The company was founded by Dan Latendre in 2003 and is headquartered in Kitchener, Canada.

Quorum Analytics, Inc. provides computer software solutioins. It offers legislative, regulatory tracking, grassroots advocacy and stakeholder engagement. The company was founded by Alex Wirth and Jonathan Marks in 2014 and is headquartered in Washington, DC.

Vibe HCM, Inc. develops socially infused human resources technologies. The firm's services include implementation, training, and customer support. The company is headquartered in Austin, TX.

Perceptis LLC provides help desk, customer support services, and business intelligence to educational institutions. The company was founded by William Bradfield in 2004 and is headquartered in Columbia, SC.

Conclusive Analytics, Inc. develops and provides sales and marketing analysis software. The firm's services include planning and consultation, data management, analytics, data loading, training, administration, integration, and query performance. It serves clients from the banking and finance, automotive, technology, and healthcare industries. The firm offer solutions for customer behavior monitoring, product expansion opportunity identification, transaction reporting, and account prioritization. The company was founded by William Brennan and Donal Leyrer in 2000 and is headquartered in Charlotte, NC.

Mediapro Holdings LLC provides on-line learning courseware, instructional design services, and integrating learning technologies. It offers adaptive data protection library, adaptive compliance library, hosting services, and staffing services. The company was founded by Steven E. Conrad and is headquartered in Bothell, WA.

talentReef, Inc. provides recruiting and talent management system solutions. It enables companies to manage HR operations in a unified system which includes recruiting, assessments, background checks, hiring, on-boarding, WOTC processing, training and LMS, performance management, and succession planning. The firm delivers its solutions to small, mid-market and large enterprises in software-as-a-service subscription model. The company was founded by Rinart Pepa in 2007 and is headquartered in Denver, CO.

Questel SAS engages in the provision of intellectual property solutions. It offers art searches, patent drafting, international filing, translation, and renewals. The company was founded in 1978 and is headquartered in Paris, France.

AccessOne MedCard, Inc. engages in provision of healthcare financing products to healthcare providers. It offers medical credit card program that allows hospitals to serve self-pay patients. The company was founded by Steve Bernard and Russell A. Salton III in 2002 and is headquartered in Charlotte, NC.

Wealthbox is a CRM technology designed for financial advisors that was launched in 2014. The platform is integrated with leading custodians and wealth-tech partners, and is known for its modern product design and intuitive user experience. The collaborative workspace technology allows financial advisors, enterprise RIA firms, and broker-dealers to manage client relationships and streamline operations to grow their practices. Wealthbox is owned and operated by Starburst Labs, Inc., with offices in Providence. The company was founded by Daniel Ferranti and John Rourke, with John Rourke serving as CEO since incorporation.

Zephyr Software Holdings, Inc. develops software. The company was founded in 2016 and is headquartered in Charlotte, NC.

NeuIntel LLC engages in operation of a consumer shopping engine. It offers where to buy, channel reports and MAP monitoring products. The company was founded by Anthony Ferry and Jon Pfortmiller in 2004 and is headquartered in Irvine, CA.

PlanetRisk, Inc. provides security intelligence solutions. It offers asset intelligence, business continuity, cyber and identity intelligence, regulatory and legislative risk, security operation, site selection, situational awareness and risk management, travel and weather intelligence. The company was founded by Mark Dumas in 2014 and is headquartered in McLean, VA.

Healthx, Inc. provides healthcare information technology payer services. Its products include mHealth Manager, provider directory, text messaging, employer and member portal, wellness solutions, integration services, and phone and fax solutions. The company was founded by Gregory A. Bell and Win Norton in 1998 and is headquartered in Indianapolis, IN.

GovQA LLC provides software services. The company offers tailored customer service, oracle customer relationship management (CRM) ondemand and direct marketing services. The company was founded by Gregory Pengiel and William Repole in 2000 and is headquartered in Woodridge, IL.

Point Solutions Group LLC provides technology services. The private company is based in Denver, CO and has subsidiaries in the United States. The company was founded in 2017 by Paige Goss, who has been the CEO since 2017.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

AVR Asset Management LLC is a hedge fund manager located in San Francisco, California.

Financial Technology Ventures Management Co LLC (Financial Technology Ventures) is a private equity firm founded in 1998 by Jim Hale, Bob Huret and Richard Garman. The firm is headquartered in New York.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Crédit Agricole Corporate & Investment Bank offers corporate and investment banking services to large corporate clients and financial institutions. Its products include debt optimization and distribution, structured finance, global markets division and international transaction banking products. The company is headquartered in New York, NY.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Accessia Health operates as a non-profit organization, provides medical and healthcare services. It offers subsidized cost of health insurance premiums, COBRA coverage, HIPAA conversion policies, state high-risk insurance pools, and opens enrollment insurance plans. The company was founded by Dana A. Kuhn in August 1989 and is headquartered in Midlothian, VA.

Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts.